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Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.
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Develops and coaches branch team in providing exceptional service (building sales through relationship management) and meeting bank goals. Attends to the retail banking needs of customers and prospective customers according to the bank's established procedures, schedules, and directions.
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In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions.
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Overview:Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities.
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High School Diploma or equivalent and five (5) or more years of Branch Banking Operations, Customer Service, or Lending and/or Deposits Sales or a combination thereof. Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services.
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May serve as back up to the Banking Center Manager or Assistant Manager to oversee daily branch operations such as opening/closing the branch, ensuring adherence to established bank policies and procedures, researching, and resolving customer issues, etc.
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Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
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Preferred Area of Experience: Management or supervisory experience Skill(s): Financial literacy, Knowledge of retail banking products and services, Operations management. Bachelor's Degree and 1 year of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management.
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Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner.
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Our future-facing technology connects every system and customer touchpoint—from back office to point of sale (POS), from kitchen production to mobile checkout, from financial institution branch transformation to digital and mobile banking, and everything in between.
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High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
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The Senior Audit Manager for the U.S. Financial Crimes and Regulatory Compliance Audit Team will provide independent and objective evaluation of the adequacy and effectiveness of financial crimes anti-money laundering (AML), OFAC/sanctions, and Compliance practices for all of the business lines within the US (i.e., US Capital Markets, US Wealth Management, Global Asset Management, WFC branch and the NY Credit Branch.
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The incumbent will solicit reverse mortgages through contacts with WSFS Bank’s Retail and Branch Associates, and other external contacts such as Realtors and Business Organizations and seek opportunities to present the Reverse Mortgage programs to individuals as well as professional organizations.
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Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.
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Work with branch office staff to ensure all post-closing documents are submitted timely to the Collateral Vault when returned directly to the branch. Generally, one to eight years of experience with loan processing and documentation experience preferred or training/experience in banking, finance, or legal industries.
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